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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,161 | $97,648-75.3% | $121,663-80.1% | $87,485-72.4% |
| Participation rate | 64.5% | 70.5%-6.0pp | 74.5%-10.0pp | 68.9%-4.4pp |
| Annual return | 13.36% | 18.03%-4.7pp | 147.54%-134.2pp | 26.06%-12.7pp |
| Employer contribution / active EE | $1,503 | $2,300-34.7% | $3,020-50.2% | $2,596-42.1% |
| Participant deferral / active EE | $3,407 | $3,923-13.2% | $4,887-30.3% | $4,274-20.3% |
| Admin fee / account holder | $1,035 | $11,100-90.7% | $14,289-92.8% | $7,775-86.7% |